Stephen J Malone

Stephen J Malone

Investment Advisor, Manulife Securities Incorporated. 

Life Insurance Advisor, Manulife Securities Insurance Inc.


Telephone: 519-631-0002 
Email: stephen.malone@manulifesecurities.ca

 

Steve has been registered as an investment advisor since 1993.  Since that time he has accumulated a client base with a major focus on well-diversified portfolios, retirement programs and estate planning.  Steve has been a past president of the St. Thomas Optimist Club and coached minor hockey and baseball.  A resident of St. Thomas, Steve and his wife Sally have 4 grown boys.

 

 

Brett Fox

Brett Fox, CFP

Associate Advisor, Manulife Securities Incorporated.
Independent Life Insurance Agent


Telephone: 519-631-0002
Email: brett.fox@manulifesecurities.ca

 

A graduate of the University of Western Ontario in 2010, Brett has been working in the financial services industry since 2013 and takes pride in helping client’s reach their financial goals at every stage of life.  In 2022 Brett earned his CFP designation, CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients' entire financial picture, at the highest level of complexity required of the profession.  By gaining an understanding of people’s unique and evolving financial situations, Brett is able to work alongside other tax and legal advisors to help develop a financial strategy that allows clients to meet their overall financial goals.  Being licensed in both the Securities and Life Insurance Industries allows Brett to engage clients with all the necessary tools available.  A resident of nearby Port Stanley, Brett enjoys spending time with his wife Kristen and daughter Olivia.  Brett is active in the community through the Big Brothers and Sisters organization as well as sitting on the Board of Directors for the St Thomas Elgin General Hospital Foundation. 

 

Kellie Milos

Administrative Assistant, Manulife Securities Incorporated. 


Telephone: 519-631-0002
Email: kellie.milos@manulifesecurities.ca

 

Kellie has been working in the financial services industry since 1990.  She takes care of all administrative duties relating to client accounts.  Kellie enjoys small town community living, gardening, spending time with her pets and supporting local animal charities/foundations.